+255.1%
WPM vs DOV
+13.3%
+241.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.1% | -1.6% | -3.0% |
| 7D | -3.6% | -1.9% | -1.7% | -3.0% |
| 30D | +12.5% | -9.9% | +22.4% | +16.5% |
| 3M | +40.6% | -12.1% | +52.7% | +46.7% |
| 6M | +0.5% | -10.4% | +11.0% | +4.2% |
| YTD | +29.0% | -3.3% | +32.4% | +31.0% |
| 1Y | +43.8% | +7.8% | +36.0% | +41.2% |
| 3Y | +266.3% | +36.3% | +229.9% | +221.8% |
| 5Y | +255.1% | +14.8% | +240.3% | +198.4% |
| All | +255.1% | +13.3% | +241.8% | +198.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DOV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling